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Marshall & Sterling Wealth Advisors’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9K Hold
3,538
– – 0.02% 171
2026
Q1 		$36.1K Hold
3,538
– – 0.02% 163
2025
Q4 		$35.7K Hold
3,538
– – 0.02% 160
2025
Q3 		$36.1K Hold
3,538
– – 0.02% 206
2025
Q2 		$35.1K Sell
3,538
-200
-5% -$1.98K 0.02% 202
2025
Q1 		$38.5K Sell
3,738
-1,500
-29% -$15.8K 0.03% 189
2024
Q4 		$54.8K Buy
+5,238
New +$57K 0.04% 120

Other funds holding NRK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NRK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q2 2026 at 3,538 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #171.

Marshall & Sterling Wealth Advisors first reported a position in NRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.8K in Q4 2024. 109 funds tracked by Wall St. Rank hold NRK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 3,538 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $37.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Nuveen New York AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $54.8K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.